My Team

As a manager, you can monitor the activity of your team members directly in your LMS by managing parts of their learning experience or contacting them to investigate certain situations.

Using the My Team Page

If you have at least one team member assigned to you in at least one organisation chart, you can open the User Menu from the top left corner of your platform and press the My Team item to access the My Team Page. This page shows all of the users on your team.

Every user is identified by a card. Every card shows the user’s first and last name, avatar, and the following KPIs:

• Number of overdue courses. Courses where the user’s enrolment date has expired with either with a soft or a hard-due date.
• Expired certifications. Certifications that have expired.

Other than showing user details, cards also help you in understanding whether a user’s status in the platform needs your attention with coloured alerts and warning messages. Alerts are bases on KPIs values:

Send Email

To contact the user via email, press the ellipsis icon in the user’s card and select Send Email. A slide out panel will open with the user’s email address automatically filled in.

Type the email subject (this field is mandatory), then add your message into the corresponding text field and press Send Email to complete the action. Please note that the Send Email option is not available when there is no email address associated to the user and that the email address of the recipient cannot be modified.

Use the Remove from Team option of the ellipsis menu to remove the user from your team. When a user is removed, you will no longer see his or her card in the My Team page, and you will have to send a new request user to place them back in your team.

Enrolling Team Members to Content

As a manager, select Enrol to Content from the ellispis menu in the user card for your direct team members (not for the users belonging to the teams of your team members) to open a slide out panel listing the free courses (e-learning, ILT and webinars) and the free learning plans of the catalogues assigned to you, in which you would like to enrol the user(s).

All the courses included in the catalogues assigned to you are listed in the slide out panel (and are available for selection) individually. The platform artificial intelligence engine will provide you with suggestions on the best courses for the selected user: up to five courses are shown on top of the list, identified as Suggested. Please note that artificial intelligence suggestions are tailored on single users and are not available when multiple users are selected.

Make your selection and press Next to see the additional fields defined for the selected courses and learning plans (if any) and a recap of the courses into which you are enrolling your team member.

Please note that are not allowed to enrol users to learning plans if they are already enrolled, and to courses when they are full, before and after the course enrolment period and for the courses where only Admins have enrolment permissions. When assigning a user to a learning plan, you will assign him or her to the whole learning plan (to all of the courses included in the learning plan).

You can enrol a user to up to 10 learning plans and up to 50 courses at a time. When enrolling a user to learning plans, the number of courses included in the learning plan does not affect the counting on the number of courses. If, for example, you are enrolling the user to 7 learning plans, each one made up of 50 courses, the user will be enrolled to 350 courses. A background job will be started if the number of selected users multiplied by the number of courses exceeds 100 enrolments. Press Confirm to complete the action.

In case of errors, a warning message will be shown in the bottom of the My Team page, with a link to the enrolment log file. Click on the View Logs link, a right panel will open listing the courses where the enrolment ended with errors Please note that if a course in a catalogue has an active waiting list, and the course has reached the maximum number of enrollable users, the user is placed in the course waiting list.

Viewing the User Summary

To view more information about the users progress, click the ellipsis next to the team members name and select User Summary. You can then select the different tabs on the left hand side to view detailed information about the users activity. 

Performing Operations on a Selection of Users

You may need to perform the same action for more than one user. To do so, select users by pressing their avatars in their cards, then choose an action from the Choose Action dropdown menu in the footer of your platform. From this menu, you can send an email to the users, enrol them to content, remove them from your team, or export the selected team members’ data via CSV. You can perform these massive actions both for your direct team members and for their team members, individually.